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iShares Global Tech ETF

252 hedge funds and large institutions have $1.81B invested in iShares Global Tech ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 99 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

19.05% more ownership

Funds ownership: 366.21%385.26% (+19%)

10% more capital invested

Capital invested by funds: $1.65B → $1.81B (+$165M)

2% more funds holding

Funds holding: 246252 (+6)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 99

Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
25
Increased
77
Reduced
99
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
176
Physician Wealth Advisors
Utah
$302K +$273K +8,994 New
FCA
177
FinTrust Capital Advisors
South Carolina
$298K -$3.1K -102 -1%
TCM
178
Traynor Capital Management
Pennsylvania
$297K -$22.2K -732 -7%
MBT
179
Montecito Bank & Trust
California
$294K +$289K +9,522 New
UCFA
180
United Capital Financial Advisors
Texas
$290K -$19.9M -655,578 -99%
JMPWA
181
JP Morgan Private Wealth Advisors
California
$272K
WT
182
Whittier Trust
California
$259K
SFG
183
Summit Financial Group
West Virginia
$248K -$45.6K -1,500 -16%
OIA
184
OneDigital Investment Advisors
Kansas
$248K +$41.4K +1,362 +20%
SG
185
StoneX Group
New York
$244K +$182 +6 +0.1%
CFG
186
Cooper Financial Group
California
$228K +$224K +7,380 New
TPA
187
Trivium Point Advisory
Connecticut
$227K +$7.84K +258 +4%
WA
188
WealthTrust Axiom
Pennsylvania
$226K
WCM
189
Windsor Capital Management
Arizona
$221K
JIP
190
Jaffetilchin Investment Partners
Florida
$213K -$24.4K -804 -10%
SAM
191
Shamrock Asset Management
Texas
$205K -$20.6K -678 -9%
CCM
192
Crossvault Capital Management
Texas
$204K +$201K +6,600 New
Renaissance Technologies
193
Renaissance Technologies
New York
$203K -$948K -31,200 -83%
AWM
194
Alterna Wealth Management
Texas
$203K -$3.28K -108 -2%
HIM
195
Hanlon Investment Management
New Jersey
$201K -$128K -4,218 -39%
SMDAM
196
Sumitomo Mitsui DS Asset Management
Japan
$201K +$199K +6,540 New
AP
197
Advisors Preferred
Maryland
$198K +$91.5K +3,012 +89%
APC
198
Aspire Private Capital
North Carolina
$194K -$49.4K -1,626 -21%
AA
199
Advisory Alpha
Michigan
$194K -$30.1K -990 -14%
CCM
200
Cribstone Capital Management
Maine
$167K

IXN Hedge Fund Activity: Q3 2019 in Review

252 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2019, worth a combined $1.81B — up 10% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IXN positions and 19 closed out — a net gain of 6 holders — while 77 added to existing stakes and 99 trimmed.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $53.3M. The largest seller was United Capital Financial Advisors, cutting an estimated $19.9M.

  • 252 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2019, up from 246 in Q2 2019.
  • Funds reported $1.81B of iShares Global Tech ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 25 funds opened new iShares Global Tech ETF positions in Q3 2019 and 19 closed out, a net change of +6 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2019 was Park Avenue Securities, an estimated $53.3M added.
  • The largest iShares Global Tech ETF seller in Q3 2019 was United Capital Financial Advisors, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2019.